|
526
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$204K
|
–
|
–
|
–
|
|
|
527
|
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
|
$201K
|
+$198K
|
+8,308
|
New
|
|
|
528
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$197K
|
+$194K
|
+8,130
|
New
|
|
|
529
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$193K
|
+$811
|
+34
|
+0.4%
|
|
|
530
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$192K
|
+$64.1K
|
+2,686
|
+51%
|
|
|
531
|
High Point Bank & Trust
High Point,
North Carolina
|
$184K
|
–
|
–
|
–
|
|
|
532
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$173K
|
+$62.5K
|
+2,620
|
+58%
|
|
|
533
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$170K
|
–
|
–
|
–
|
|
|
534
|
SNS Financial Group
Minneapolis,
Minnesota
|
$165K
|
-$1.5M
|
-62,908
|
-90%
|
|
|
535
|
Empirical Finance
Havertown,
Pennsylvania
|
$165K
|
+$163K
|
+6,816
|
New
|
|
|
536
|
Patten Group
Chattanooga,
Tennessee
|
$164K
|
+$1.05K
|
+44
|
+0.7%
|
|
|
537
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$160K
|
–
|
–
|
–
|
|
|
538
|
WhitTier Trust Company
Reno,
Nevada
|
$159K
|
+$26.5K
|
+1,112
|
+20%
|
|
|
539
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$158K
|
+$156K
|
+6,530
|
New
|
|
|
540
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$154K
|
–
|
–
|
–
|
|
|
541
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$154K
|
+$55.9K
|
+2,344
|
+58%
|
|
|
542
|
Clear Perspective Advisors
Aurora,
Illinois
|
$150K
|
+$148K
|
+6,206
|
New
|
|
|
543
|
YorkBridge Wealth Partners
New York
|
$150K
|
+$149K
|
+6,238
|
New
|
|
|
544
|
Foresters Asset Management
Toronto,
Ontario, Canada
|
$144K
|
-$4.77K
|
-200
|
-3%
|
|
|
545
|
SEI Investments
Oaks,
Pennsylvania
|
$137K
|
-$274K
|
-11,482
|
-67%
|
|
|
546
|
Kings Point Capital Management
Great Neck,
New York
|
$132K
|
–
|
–
|
–
|
|
|
547
|
First Personal Financial Services
Charlotte,
North Carolina
|
$131K
|
–
|
–
|
–
|
|
|
548
|
Washington Trust Bank
Spokane,
Washington
|
$118K
|
+$117K
|
+4,894
|
New
|
|
|
549
|
Trust Company
Manhattan,
Kansas
|
$112K
|
–
|
–
|
–
|
|
|
550
|
Brown Brothers Harriman & Co
New York
|
$111K
|
–
|
–
|
–
|
|
